Be in the know. 15 key reads for Monday…

  1. OPEC+ is facing a ‘very delicate, fragile balancing act’ in the oil market, strategist says (CNBC)
  2. Microsoft to continue discussions on potential TikTok purchase in the United States (Microsoft)
  3. Kinder Morgan Co-Founder Richard Kinder Bought the Slumping Energy Stock (Barron’s)
  4. Mnuchin says administration still backs $1,200 stimulus checks as talks continue (CNBC)
  5. Why stocks will hit new all-time highs within months, according to Fundstrat’s Tom Lee (Business Insider)
  6. Wall St. analysts are making the unusual move of raising earnings estimates: Morning Brief (Yahoo! Finance)
  7. AbbVie, Amgen and Takeda start testing drugs as COVID-19 treatments (MarketWatch)
  8. Warren Buffett’s Berkshire Takes a Turn for the Better (Barron’s)
  9. Treasury yields tick higher after data highlights recovering Chinese factories (MarketWatch)
  10. Eli Lilly starts late-stage study of coronavirus drug in nursing homes (CNBC)
  11. Fed Weighs Abandoning Pre-Emptive Rate Moves to Curb Inflation (Wall Street Journal)
  12. Consumers, Flush With Stimulus Money, Shun Credit-Card Debt (Wall Street Journal)
  13. Behind the Vast Market Rally: A Tumbling Dollar (Wall Street Journal)
  14. America’s Saw Mills Didn’t See This Building Boom Coming (Wall Street Journal)
  15. Baseball Draws Strong TV Ratings in Opening Week Amid Uncertainty Over Season (Wall Street Journal)

Be in the know. 12 key reads for Sunday…

  1. Fed Weighs Abandoning Pre-Emptive Rate Moves to Curb Inflation (Wall Street Journal)
  2. JPMorgan CEO Jamie Dimon’s morning routine: Wake up at 5 a.m. and ‘read tons’ (CNBC)
  3. Negotiators report progress in COVID-19 aid talks in Congress (MarketWatch)
  4. ECRI Weekly Leading Index Update (Advisor Perspectives)
  5. The Great American Housing Boom Has Begun (Forbes)
  6. Kanye West Is Still Trying to Get on the Ballot (New York Magazine)
  7. GMC Shares Video First Look at 1,000-HP Hummer Supertruck (Maxim)
  8. The Coronavirus Housing Boom
  9. Concerns about Waning COVID-19 Immunity Are Likely Overblown (Scientific American)
  10. How To Become a World Class Poker Player (Podcast) (Bloomberg)
  11. How Robinhood Makes Money On Free Trades (Podcast) (Bloomberg)
  12. This 1961 Ferrari 250 GT SWB Berlinetta by Scaglietti, is One of Ferrari and Pininfarina’s Greatest Achievements. (Luxuo)

Be in the know. 20 key reads for Saturday…

  1. Warren Buffett’s Berkshire Can Acquire Nearly 25% of Bank of America (Barron’s)
  2. For the First Time Ever, Uncle Sam’s Aid to U.S. Tops Quarterly GDP (Barron’s)
  3. Investors Are Too Wary as Earnings Reports Come in Strong (Barron’s)
  4. SPACs Are All the Rage, but These Private-Equity-Like Vehicles Are Complicated. Here’s What You Need to Know. (Barron’s)
  5. Warren Buffett Buys Bank of America Stock as Others Hedge. Who’s Right? (Barron’s)
  6. Microsoft Is Reportedly in Talks to Acquire TikTok (Barron’s)
  7. How to Invest in China’s Consumer Comeback (Barron’s)
  8. AT&T Director Stephen Luczo Buys Big Block of Stock (Barron’s)
  9. Why Brazil’s Stock Market Struggles to Rebound (Barron’s)
  10. Thinking For Oneself (Farnam Street)
  11. Berkshire Hathaway’s Great Transformation (Rational Walk)
  12. China Tries Its Favorite Economic Cure: More Construction (New York Times)
  13. What Bill Gates and Warren Buffett talk about during COVID-19 (Yahoo! Finance)
  14. Coronavirus Vaccine Trials Advance in Race for Covid-19 Protection (Bloomberg)
  15. Elon Musk says ‘China rocks’ while U.S. is full of ‘complacency and entitlement’ (CNBC)
  16. A Wall Street chief strategist breaks down the 4-part ‘superfecta’ that will keep stocks soaring (Business Insider)
  17. Ford already bombarded with 150,000 reservations for upcoming SUV (Fox Business)
  18. Gilead Analysts Downplay Q2 Miss Amid Remdesivir’s COVID-19 Opportunity (Benzinga)
  19. Private-Equity Firms Discuss Bid for Kansas City Southern (Wall Street Journal)
  20. A Beloved Connecticut Getaway, Refreshed and Waiting for Summer (Wall Street Journal)

Be in the know. 15 key reads for Friday…

  1. U.S. consumer spending rises for second straight month in June (Reuters)
  2. Berkshire has spent more than $1.7 billion on 71.5 million Bank of America shares since July 20, including the latest purchases, according to regulatory filings. (Street Insider)
  3. Cruise Lines Test the Waters, Launching Sailings in Europe and Asia With Limited Capacities (Barron’s)
  4. Pandemic boost for Big Tech set to drive Wall St. higher (Street Insider)
  5. Caterpillar (CAT) Tops Q2 EPS by 20c, Revenues Beat (Street Insider)
  6. These relief benefits expire today as negotiations on next aid package stall (Fox Business)
  7. Charles Payne: Herman Cain was an American patriot, and an inspiration (Fox Business)
  8. Nvidia in talks to buy Arm from SoftBank for more than $32bn (Financial Times)
  9. How Apple’s stock split will change the pecking order in the 124-year old Dow Jones Industrial Average (MarketWatch)
  10. China manufacturing activity rises in July (MarketWatch)
  11. Ford Earnings Were Way, Way, Way Better Than Feared (Barron’s)
  12. Auto-Parts Retail Goes Full Throttle (Wall Street Journal)
  13. A $3 Million Ferrari Tests a World Without the Pebble Beach Auctions (Bloomberg)
  14. Opinion: Mortgage applications for suburban homes are surging as buyers try to escape the coronavirus pandemic (MarketWatch)
  15. ViacomCBS to Bulk Up Streaming Service (Wall Street Journal)